GW&K INVESTMENT MANAGEMENT, LLC
CRD #121942 SEC #801-61559 BOSTON, MA 617-236-8900
SEC Registered Private Funds
Total AUM
$52.9B
Discretionary
$52.9B
Employees
180
Clients
51
Accounts
50,559
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
- LEI
- 549300GOZ5VCT8XKSE32
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANNON, KEVIN, JOHN | I | MANAGER | NA | Control |
| BANNON, KEVIN, JOHN | I | MANAGER | NA | Control |
| BARRETT, JAMES, J | I | DIRECTOR | NA | Control |
| CONNOLLY, KEVIN, ARTHUR | I | MANAGER | NA | Control |
| CONNOLLY, KEVIN, ARTHUR | I | MANAGER | NA | Control |
| COOK, MARGO, LYNN | I | DIRECTOR | NA | Control |
| GANNETT, BENJAMIN, HAMLEN | I | VICE CHAIRMAN | NA | Control |
| GANNETT, BENJAMIN, HAMLEN | I | EXECUTIVE VICE PRESIDENT/TREASURER | NA | Control |
| GANNETT, BENJAMIN, HAMLEN | I | VICE CHAIRMAN | NA | Control |
| GANNETT, BENJAMIN, HAMLEN | I | EXECUTIVE VICE PRESIDENT/TREASURER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | PRESIDENT | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | PRESIDENT | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KOTLER, HAROLD, GILBERT | I | FOUNDER-CHAIRMAN | NA | Control |
| KOTLER, HAROLD, GILBERT | I | FOUNDER-CHAIRMAN | NA | Control |
| KOTLER, HAROLD, GILBERT | I | FOUNDER-CHAIRMAN | NA | Control |
| MAGUIRE, BRIAN, TIMOTHY | I | CHIEF FINANCIAL OFFICER | NA | |
| PISARKIEWICZ, STEVEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PISARKIEWICZ, STEVEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PISARKIEWICZ, STEVEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | SR. V.P. & C.C.O. | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROUSE, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMON, LAWRENCE | I | DIRECTOR | NA | Control |
| SIMON, LAWRENCE | I | DIRECTOR | NA | Control |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGING MEMBER | E | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGING MEMBER | E | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| THE BANK OF NEW YORK | DE | DIRECT OWNER | E | Control |
| THE BANK OF NEW YORK | DE | DIRECT OWNER | E | Control |
| THE BANK OF NEW YORK | DE | DIRECT OWNER | E | Control |
| THE BANK OF NEW YORK | DE | DIRECT OWNER | E | Control |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGING MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| AMG BOSTON HOLDINGS, LLC | DE | MANAGER MEMBER | D | |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | A | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | A | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | A | Control |
| KOTLER, HAROLD, GILBERT | I | CHIEF EXECUTIVE OFFICER | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-PRESIDENT | A | Control |
| POWERS, THOMAS, F X | I | CO-CHIEF EXECUTIVE OFFICER | A | Control |
| POWERS, THOMAS, F X | I | CO-CHIEF EXECUTIVE OFFICER | A | Control |
| POWERS, THOMAS, F X | I | CO-CHIEF EXECUTIVE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-PRESIDENT | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-CHIEF EXECUTIVE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-CHIEF EXECUTIVE OFFICER | A | Control |
| ROBERTS, III, THOMAS, WILLIAMS | I | CO-CHIEF EXECUTIVE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GW&K HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG GWK HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| AMG GWK HOLDINGS, LLC | DE | AMG BOSTON HOLDINGS, LLC | E | Control |
| THE BANK OF NEW YORK COMPANY, INC. | DE | THE BANK OF NEW YORK | E | Control |
| THE BANK OF NEW YORK COMPANY, INC. | DE | THE BANK OF NEW YORK | E | Control |
| THE BANK OF NEW YORK COMPANY, INC. | DE | THE BANK OF NEW YORK | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | THE BANK OF NEW YORK MELLON CORPORATION | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
222 BERKELEY STREET15TH FLOOR
BOSTON, MA 02116
United States
Phone: 617-236-8900